Invite a client, and keep the roster honest

Step 1Add the client

One field is required, and it is not their name. An email address is the whole entry ticket, because everything after this is keyed to it.

What you do

Open your client list, tap Invite Client, type the email address. Add a phone number if you have one. It is optional, and you can leave it blank without losing anything.

What the app does

Checks the address against your existing clients and against every invitation you have out that is still pending. A repeat is stopped with a prompt naming the person, rather than quietly sending a second email.

You do not enter a name, because the client enters their own when they sign up. What you type here is never the thing that ends up on their record.

Inviting is gated on license verification. The automatic check looks for your license number on a listing in the Oregon feed, so agents with listings in Central and Southern Oregon usually clear at once and everyone else, including every South Florida agent today, is reviewed by a person, typically within one business day. Until it clears, the app tells you invites are on hold instead of failing silently.

Step 3How the client accepts

Their side is three screens, and the last one is where they hand over the details you deliberately did not type for them.

What you do

Nothing. You get an email and a push notification when they accept, and one when they decline, which is worth knowing early rather than on Saturday.

What the app does

Opens Create Your Account with their email already filled in and your name shown underneath. There is no password to create; a six-digit code sent to that address confirms it. Then they land in onboarding: first name, last name, phone, and where they are looking. The number you entered is pre-filled so they only have to confirm it.

Their record is built from what they typed, so the spelling on the buyer agreement and the itinerary is theirs, not your best guess from a listing inquiry.

Step 4When nobody accepts

Most invitations are answered. The ones that are not should cost you a tap, not a Saturday, and they should never block you from building the tour.

What you do

Resend from the row when the email has gone stale, or cancel it outright. If they said no, the row says Declined and you can send again once the conversation has moved on.

What the app does

A resend revokes the old invitation and issues a new link with a fresh seven-day window, so there is never more than one live invite per person. Cancelling revokes the link immediately.

You can build the tour before anyone accepts. Pick the invited person as the tour's client and the tour holds their email as a placeholder, labeled Invited, and the day they accept, the app links those tours to their new account and drops the placeholder.

Step 5Group the household

Couples do not tour separately, and they should not sit in your list as two unrelated rows that happen to share a last name.

What you do

Select two or more people and link them. The group takes a name built from the members (John & Jane Smith, or both full names when the surnames differ), and you can rename it to anything you like.

What the app does

Keeps one person in one group of yours at a time. Someone already in a multi-person group has to be removed from it before they can be linked into another, so the household you are looking at is always the real one.

From the group you can pull a tour feedback report for everyone in it, or open a group text or group email prefilled with the members in your own messaging app.

Step 6Work the roster

The client list is where the week is triaged. A search box, a row of filter chips, and every row carrying enough to decide what to do next without opening anything.

What you do

Filter by Active, Pending, Declined or Inactive (each chip carries its own count) or search across names, email addresses and phone numbers. Tap a row to call, text or email that person.

What the app does

Shows each client with the tour they have coming up, how many lists they are sitting on, how many tours they have been out on, and their thumbs-up and thumbs-down counts from tours you have run.

Browse as a client and you see their favorites the way they see them: useful before a call, and the fastest way to know what they have been saving at eleven at night.

Removing a client is a real disconnection, not a hidden row: the link to you is cleared, they come out of your groups, and any active agreement for those groups is voided. The app asks first.